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    Ads, analytics & commerce

    Automate Salesforce with AI agents

    Objects and records in your org.

    [ API key ]
    What you can do

    Salesforce in MultiverseAI

    What the Salesforce integration supports today, and where it shows up in the product.

    Capabilities

    • Query and update records
    • Leads and opportunities
    Agent tool: crm

    How it connects

    [ API key ]

    Add your Salesforce credentials (api key) in Connections, then use them from workflows and the agent.

    Example workflows

    Agentic workflows with Salesforce

    Starting points you can build in the Workflow Builder or ask the agent for. Each step is a real node or tool.

    [ 1 examples ]
    [01]

    Ask the agent to work with Salesforce

    1. 1

      AI chat

      Describe what you want done in Salesforce in plain language.

    2. 2

      crm tool

      The agent calls its Salesforce tool on your connected account.

    FAQ

    Salesforce integration: common questions

    How do I connect Salesforce to MultiverseAI?

    Add your Salesforce credentials (api key) in Connections, then use them from workflows and the agent.

    What can MultiverseAI do with Salesforce?

    Query and update records; Leads and opportunities. You use it in chat and custom agents through the crm tool.

    Can an AI agent use Salesforce?

    Yes. The MultiverseAI assistant and your custom agents can call the crm tool, acting through the Salesforce account you connected. Actions that send or post can require your approval first.

    How much does the Salesforce integration cost?

    Connecting Salesforce costs nothing extra. AI model usage in the workflows and agents that use it is billed in credits (1 credit = $0.01) or through your own provider keys. Every account starts with 100 free credits.

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    Connect Salesforce

    Put Salesforce to work with AI agents

    Create a free account, connect Salesforce in Connections, and build your first workflow.

    100 free credits to start
    No credit card required
    Cancel anytime